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Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – April 5th, 2021

April 5, 2021

Talking Data: How Far Will Central Banks Push It In today’s installment of Talking Data, Jim and Ben discuss central banks’ acceptance of larger deficits and fiscal spending in hopes of promoting full employment: Has MMT won the debate? What level of inflation will central banks tolerate? What if they get it wrong? The full… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – April 5th, 2021

Newsclips

DeFi’s Dominance Continues

April 5, 2021

The value of all cryptocurrencies surpassed the value of the banking system. As the DeFi movement continues to gather steam, it could mark the dawn of a new financial system.

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Conference Calls

Do Interest Rates Matter Anymore?

April 5, 2021

A replay of our April 8, 2021 conference call.

Newsclips

Quick Comments/What We’re Reading

April 5, 2021

Today's topics include reflation, the retail crowd retreats, divergent paths for advanced & emerging economies, reasons not to worry about debt, quantifying the cost of higher corporate tax rates, European bond issuance & spending, and pension funding

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Newsclips

Cartoons

April 5, 2021

Media & Communications

Bespoke Commentary from Bianco Research and Arbor Data Science – April 2nd, 2021

April 2, 2021

MarketWatch: ‘Crypto is going to be the most significant macro event of my career,’ says longtime investment analyst Jim Bianco Howard Gold – Jim Bianco, president of Chicago-based Bianco Research, has been one of the leading independent voices on macro investing strategy over the past three decades. He appears frequently on television, writes a column… Continue reading Bespoke Commentary from Bianco Research and Arbor Data Science – April 2nd, 2021

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Charts of the Week

Comparing the Value of Credit in the U.S. to GDP

April 2, 2021

The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period. Both are now at new highs.

Charts of the Week

Breaking Down Debt in the U.S.

April 2, 2021

A look at outstanding amounts of Treasuries, corporates, agencies, munis and open market paper

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Charts of the Week

Funding Gaps at Public and Private Pensions

April 2, 2021

Private pension funds have much smaller funding gaps than their government counterparts.

Charts of the Week

Defined Benefit Plans Continue to Shrink

April 2, 2021

Defined benefit plans continue to be replaced by IRAs and defined contribution plans.

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Charts of the Week

Comparing Real Estate to GDP and Stock Ownership

April 2, 2021

A home may be the biggest purchase most people make in their lives, but households' home equity is actually surpassed by households' direct stock ownership.

Charts of the Week

68% of GDP Is Due to Personal Consumption

April 2, 2021

Personal consumption continues to make up a larger portion of U.S. GDP as time progresses.